Discipline Wealth Solutions, LLC JANU Holdings History
Discipline Wealth Solutions, LLC's AllianzIM U.S. Equity Buffer15 Uncapped Jan ETF Holding Summary
As of 2025-06-30, Discipline Wealth Solutions, LLC held 195,421.00 shares of AllianzIM U.S. Equity Buffer15 Uncapped Jan ETF(JANU), totaling $5.09 Mil. This investment constitutes 1.95% of their stock portfolio, and Discipline Wealth Solutions, LLC now holds 6.81% of the outstanding AllianzIM U.S. Equity Buffer15 Uncapped Jan ETF(JANU) stock.
The initial trade took place in 2025Q1. And since then Discipline Wealth Solutions, LLC has made 2 purchases of JANU, at an average price of $25.10, for a total of 195,421.00 shares. Based on historical transaction data and JANU's current price of $26.28, Discipline Wealth Solutions, LLC's estimated gain on his JANU holdings is $231,551.48, reflecting a 4.72% gain to date.
Discipline Wealth Solutions, LLC JANU ($26.28) Holding Chart
Discipline Wealth Solutions, LLC JANU ($26.28) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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